Monday, March 11, 2019
Q1 2019 update - boredom rules
Aside from a tiny speculative position in Itafos (IFOS), I made my first purchase of 2019 today. And it was just a bond hedge.
I watch about 50 companies but haven't seen anything worth buying since December.
I am short puts in several companies - Canfor, Linamar and Stars Group. At this time I think they'll all expire worthless.
Covered calls on BCE and Emera look like they will be exercised, which will provide more capital I don't really need at the moment.
One solid argument in favour of indexing is that you don't spend much time on the sidelines.
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